Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.54B
AUM Growth
-$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,347
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$12.2M
3 +$9.99M
4
T icon
AT&T
T
+$9.54M
5
PPL icon
PPL Corp
PPL
+$7.01M

Top Sells

1 +$16.3M
2 +$15.8M
3 +$13.2M
4
DHR icon
Danaher
DHR
+$6.72M
5
BAX icon
Baxter International
BAX
+$5.47M

Sector Composition

1 Financials 15%
2 Healthcare 14.24%
3 Technology 13.89%
4 Industrials 10.46%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
-14,950
1327
-12,615
1328
-35,700
1329
-12,200
1330
-22,800
1331
-40,160
1332
-19,550
1333
-4,300
1334
-25,800
1335
-13,600
1336
-18,300
1337
-10,061
1338
-13,200
1339
-40,000
1340
-10,600
1341
-29,175
1342
-9,052
1343
-36,330
1344
-9,304
1345
-10,900
1346
-51,900
1347
-20,700